Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.8M
AUM Growth
-$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,350
New
Increased
Reduced
Closed

Top Buys

1
+$29.1K
2
+$15K
3
+$11.7K
4
ABT icon
Abbott
ABT
+$9.81K
5
SYF icon
Synchrony
SYF
+$9.65K

Top Sells

1
+$40M
2
+$6.22M
3
+$4.98M
4
TIF
Tiffany & Co.
TIF
+$2.98M
5
EV
Eaton Vance Corp.
EV
+$2.9M

Sector Composition

1 Technology 19.83%
2 Financials 11.96%
3 Healthcare 11.94%
4 Consumer Discretionary 9.09%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.76K 0.02%
76,438
-300
527
$3.76K 0.02%
216,683
+88,896
528
$3.75K 0.02%
138,175
529
$3.73K 0.02%
164,197
-259,313
530
$3.73K 0.02%
51,800
-27,300
531
$3.72K 0.02%
10,530
532
$3.7K 0.02%
33,005
533
$3.69K 0.02%
62,128
-4,500
534
$3.69K 0.02%
22,431
-27,139
535
$3.67K 0.02%
44,924
-7,100
536
$3.65K 0.02%
169,840
-3,914
537
$3.64K 0.02%
96,230
-193,678
538
$3.62K 0.02%
37,461
-5,950
539
$3.62K 0.02%
18,717
-1,650
540
$3.6K 0.02%
10,735
541
$3.6K 0.02%
52,025
-620
542
$3.6K 0.02%
73,540
+46,200
543
$3.6K 0.02%
32,120
+3,888
544
$3.59K 0.02%
30,414
545
$3.56K 0.02%
26,695
546
$3.56K 0.02%
21,271
-800
547
$3.55K 0.02%
21,310
548
$3.54K 0.02%
79,785
+2,900
549
$3.53K 0.02%
64,302
-255,067
550
$3.53K 0.02%
39,650
20 21
22
23 24